Ways to give

Benefit to the Good Shepherd Fund

Benefits to You

Outright gifts
cash, stocks/securities, collectables
amount: unlimited

Unrestricted annual and major gifts provide much needed operational resources

Income tax deduction, possible avoidance of capital gains on appreciated gifts.

Bequest
Cash, real estate, personal property, percentage of estate, remainder of estate
amount: unlimited

Bequests designated for an endowment will be held in perpetuity and invested to support The Good Shepherd Fund mission

Opportunity to make a perpetual gift in memory of a loved one, possible tax deduction.

Charitable Gift Annuity
Cash, stocks/securities
amount: $1,000 minimum

Upon death of the donor or last surviving annuitant, remainder assets support The Good Shepherd Fund

Attractive, guaranteed fixed income for life based upon age. Portion of income is tax-free. Income tax deduction.

Insurance policy
Name The Good Shepherd Fund as owner/beneficiary of current or new policy
amount: unlimited

The Good Shepherd Fund receives full face value of policy upon death of donor or may receive current surrender value prior to donor’s death

Opportunity to make a substantial future gift to The Fund at manageable current premium cost. Income tax deduction for value of the policy when transferred. Premium payments may be deducted as gifts.

Charitable Remainder Trust
Cash, stock/securities, real estate
amount: usually $20,000 minimum

The Good Shepherd Fund receives substantial future gift

Variable or fixed income. Income tax deduction. No capital gains on appreciated gift. Heirs can share in receiving income.

Charitable Lead Trust
Cash, stocks/securities, real estate
amount: usually $100,000 or more

Income for duration of trust helps The Good Shepherd Fund accomplish mission

At end of trust period, principal returns to donor or heirs. Principal can pass to others without shrinkage. Possible tax deduction.

Retirement plan/IRA
Name The Good Shepherd Fund beneficiary of death benefit:
amount: unlimited

Significant gift upon death of donor

Opportunity to make a major gift. Estate and income tax savings may be significant.